TBT Financial ServicesAn Independent Firm

About Us

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Amelia Proctor, CPA
Branch Manager, RJFS
Division Manager, TBT
Toll-Free: 800-444-5371

Mrs. Proctor holds several securities licenses and fulfills a dual role as Branch Manager for RJFS and as Division Manager for TBT Financial Services, a division of Texas Bank and Trust.

Mrs. Proctor’s prior professional experience includes serving as Senior Vice President and Chief Financial Officer, Senior Trust Officer and Personal Trust Division Manager, Trust Operations Manager, and Commercial Lender with various financial institutions; Controller; and Tax Manager at Henry & Peters, PC.  She is a graduate of the University of Texas at Tyler with a bachelor of business administration degree in accounting.

Mrs. Proctor is active in the Tyler community and currently serves on the Board of the Texas Society of CPA’s. In the past she has served as President of the East Texas Chapter of TSCPA, and on the boards for Bethesda Health Clinic, CASA for Kids of East Texas, and Special Wish Child, Inc., and as Past Chairman of the Accounting Executive Task Force for The University of Texas at Tyler. Mrs. Proctor was raised in Tyler, has been married to her high school sweetheart, James Proctor for 36 years and has two grown children and two grandchildren.

*CPA services are provided by Amelia N. Proctor, and are not a service of Raymond James.

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Jerry Martin
Financial Advisor

Jerry Martin is a graduate of Plainview High School and Texas Tech University. He is also a graduate of the Southwestern Graduate School of Banking at Southern Methodist University and the Commercial Lending Graduate School at the University of Oklahoma. For more than 35 years, Jerry has served at Texas Bank and Trust, first in mortgage and commercial banking, and since 1992 has served his clients in his present role of Financial Advisor.

As a Financial Advisor, Jerry assists clients in meeting their objectives for financial planning, retirement planning. asset allocation, and designing income strategies to meet their individual goals. He also assists small businesses in helping to establish qualified retirement plans and cash management strategies.

Jerry currently serves on the Board of Boys and Girls Club of Longview. He has served his community as President and Campaign Chairman of the Greater Longview United Way, President and Board member of the East Texas Area of Campfire Inc., President and Board member of the Wildwood Homeowners Association, and as Elder of the First Presbyterian Church of Longview. He and his wife Lynn have lived in Longview for the past 35 years. They have two grown daughters, Emily Vandenberg of Houston and Laura Caple of Dallas.

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Curtis Hinshaw
Financial Advisor

Curtis T. Hinshaw, III is a 1985 graduate of Baylor University with a degree in history, and a 1987 graduate of the Baylor University School of Law. He spent fifteen years serving the community of Longview through his law practice.  The time he spent in law made him think about the things that are most important to people – their families, their health, and their success. He found that a key factor of taking care of those important things is having the means to do so. Curtis decided he would help people plan for what they value most by helping them with their financial plans.

Since 2006, Curtis has been providing financial knowledge, solutions, service and integrity to select businesses and families throughout East Texas. He works with clients on an individual basis to create personalized, comprehensive wealth strategies for everything from basic needs to complex goals.

He is a dedicated advocate for the community and is currently a member of the Longview Partnership and Longview Ambucs.  He is a past member of the Longview Rotary Club and has served on the boards of Christian Heritage School of Longview and Longview Community Ministries.  He served as chairman of the Consolidated Plan Advisory Committee which administers Community Development Block Grant funding from HUD, and is a past member of the Longview Cable Commission.

Curtis has been married to his wife Lisa for 25 years, they have two children, and are members of Fellowship Bible Church in Longview.

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Carl Newman
Financial Advisor

 Carl M. Newman, Jr. brings to TBT Financial Services seven years of experience in the financial services industry and can assist clients with a wide range of financial planning and investment opportunities, including mutual funds, stocks, bonds, and annuities. Mr. Newman received his bachelor of science degree from the University of  Texas at Tyler and his MBA from LeTourneau University. He and his wife Leslie have been married for 17 years and have three daughters, Blake, Kelly and Tyler.

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Mitzi Bjork
Financial Advisor

Mitzi Bjork is a financial advisor who works with individual investors and small business owners. Based in the West Grande location in Tyler, clients look to her for assistance with asset allocation, portfolio design and retirement planning.

Mitzi is a graduate of Lindale High School and Texas Christian University. Her banking experience began in 1980 with The First National Bank of Mineola where she gained experience in many different areas of the bank. In 1992 she obtained her securities licenses and began offering investment services to the bank's clientele. In 1998, she joined Secured Trust Bank of Tyler where she began offering brokerage services to their bank clients and worked as a mortgage lender. She joined TBT Financial Services in 2008.

Mitzi lives in Tyler with her husband, Jonathan. Together, they enjoy motorcycling, playing piano and guitar and spending time with their Labrador Retriever. Mitzi currently serves as President of the Lindale ISD Alumni Association. She and Jonathan are charter members of Dayspring United Methodist Church. Mitzi has also served on numerous volunteer committees including Habitat for Humanity, American Cancer Society and the East Texas Symphony League.

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Alyson Bagley
Client Services Associate

Alyson joined TBT Financial Services in 2002.  She enjoys the opportunity to meet new people and visit with long-time clients. She dedicates herself to providing excellent client service and works closely with the Financial Advisors to provide an exceptional client experience. She loves the fact that her challenging job allows her to learn something new every day.

Alyson was born and raised in Longview, Texas. She is a graduate of Pine Tree High School and Kilgore Junior College where she earned an associate’s degree. She holds a Group 1 Life and Health Insurance License.

Alyson loves spending time with her friends and family, especially her nieces and nephew.  She enjoys traveling, watching sports, and going to the movies. Alyson is a champion for the American Cancer Society and has served as the Team Captain for the Texas Bank & Trust Relay for Life team for the past several years.  She is a member of First Baptist Church of Longview.

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Cheryl Dunlap
Client Services Associate

Cheryl is a valuable resource for clients and for the TBT Financial Services team as she helps streamline workflow and provide valuable administrative support. Cheryl joined TBT Financial Services in 1995 after moving to Longview from Harrison, Arkansas. She has 32 years of experience as a Client Services Associate in the brokerage industry. She enjoys working with clients and helping them with account inquiries.  Her goal is to provide excellent service with compassionate attention.

Cheryl enjoys spending time with her family and friends especially her 2 daughters and 3 grandchildren. She also enjoys riding motorcycles, camping, fishing and watching NASCAR.

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Dianne Childers
Registered Client Service Associate II

Dianne Childers joined TBT Financial Services as a Registered Client Service Associate II in July, 2014, with 22 years of experience in the financial services industry. Holding humerous securities licenses, her goal is to provide valuable administrative support and exceptional customer service to the Financial Advisors and clients she serves.

Dianne enjoys spending time with her family attending baseball, basketball, and football games and watching movies. She and her husband, Walker, moved from Tennessee to Texas in 1979. Her children, Bailey and George, are true Texans and enjoyed growing up in beautiful East Texas attending Oak Forest Montessori and Pine Tree schools. Dianne attends Mobberly Baptist Church.

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

By the numbers*

  • Over 6,200 financial advisors
  • More than 2.5 million client accounts
  • Over 2,500 locations throughout the United States, Canada and overseas
  • Approximately $479 billion in total client assets

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 4/23/2014

1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

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TBT Financial Services
1800 West Loop 281
Suite 100
LongviewTX 75604
Phone: 903-295-4250
Fax: 903-295-4265
Toll-Free: 800-444-5371
2323 W Grande Blvd
TylerTX 75703
Phone: 903-579-8154
Fax: 903-579-8161
Contact Us

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC

  • NOT FDIC Insured
  • NOT GUARANTEED by the bank
  • Subject to risk and may lose value
  • Not a deposit
  • Not insured by any government agency
  • Raymond James is not affiliated with the financial institution or the investment center

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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